- Amerant Bank (Coral Gables, FL)
- …Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth ... such as trust officers, wealth advisors, etc. to integrate solutions; ensures high standards of service quality are provided to customers to strengthen customer… more
- Fidelity TalentSource LLC (Indianapolis, IN)
- …for your clientsYou are professional with a polished communication style compatible with high net worth clienteleBeing coachable, collaborative, and curious ... Job Description:Relationship Manager As a Relationship Manager , you will be facilitating relationships with Fidelity s most valuable clients. Through your… more
- Fidelity TalentSource LLC (Monterey, CA)
- …for your clientsYou are professional with a polished communication style compatible with high net worth clientele The\u00A0Value\u00A0You DeliverYou are key ... Job Description:We believe as a Relationship Manager , you will be facilitating relationships with Fidelity...within 90 days of hire The\u00A0Purpose\u00A0of Your RoleThe Relationship Manager is a pivotal role within the branch office… more
- Amerant Bank (Tampa, FL)
- …and policies and proceduresWork Experience:5+ years of experience working with high - net - worth customers, providing them deposit product solutionsExperience ... The Private Client Group Relationship Manager develops, manages and retains a client book...domestic professional segment using market knowledge to:Ensure delivery of high standards of service to strengthen customer loyaltyMaintain a… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …in customer interactions and sales production, and long-term relationshipsUnderstanding of Fidelity High Net Worth solutions including Managed Accounts and ... company vision and cultivate long term client relationships while ensuring high levels of customer loyalty.The Skills You Bring\u200BOutstanding leadership skills… more
- Fidelity TalentSource LLC (Boston, MA)
- …(SAI) is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include ... investment adviser and a Fidelity Investments Company. SAI serves as the investment manager to all Fidelity managed accounts offered by Fidelity s Portfolio Advisory… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include ... investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity s Portfolio Advisory… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US ... in 2020. What You'll Be Doing As a tax manager , you will lead client tax engagements from start...+ Experience providing tax consulting and compliance services to high net - worth individuals and families… more
- Wipfli LLP (South Portland, ME)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... the main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Gelfand Rennert & Feldman (Austin, TX)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... + 4+ years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within entertainment business management… more
- Wipfli LLP (South Portland, ME)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Vanguard (Scottsdale, AZ)
- …be determined by Compliance based on role-specific duties. + Experience maintaining a Book of Business with High Net Worth or Ultra High Net Worth ... to join our Select leadership team as a Client Manager (CM). In this role, you will: + Be...brings a strong track record of building inclusive and high performing teams to producing strong outcomes, and thrives… more
- Robert Half Finance & Accounting (Boston, MA)
- …seeking a distinguished individual to fill the position of Tax Manager for our High Net Worth division at our nationally recognized accounting firm. This ... email me for more information john.holtman@roberthalf Responsibilities: - Manage a portfolio of high net worth clients, delivering a range of tax services. -… more
- JS Held LLC (New York, NY)
- …Summary We are seeking a Rugs Contents Consultant to join our team within our High - Net - Worth Contents Division. This is a unique opportunity for an ... to join an organization that is growing and dynamic? What about a high -energy, collaborative environment that rewards hard work? JS Held is a global consulting… more
- Wells Fargo (Greenacres, FL)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- HUB International (Winter Park, FL)
- …involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net - worth insurance business, while acting with a high degree ... account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in...to clients in response to those changes independent of manager approval.** + **Acts as liaison between clients and… more
- Robert Half Finance & Accounting (Newton, MA)
- …Lots of time off. (See below!) Our client, a very established CPA Tax firm devoted to high net worth and Family Office type services, is recruiting for a Tax ... Manager to join the team based in the Newton/Needham...from small to medium sized businesses, international companies, to high - net - worth individuals in various industries.… more
- Citizens (Utica, NY)
- …Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create ... Description Private Client Relationship Manager - Dewitt (Fayetteville), NY Hubbed Circuit: At..., you will engage directly with our affluent and high - net - worth clients to exceed their… more
- KPMG (Santa Clara, CA)
- …and play a key role in growing KPMG's private client tax practice, which focuses on ultra- high net worth individual, trust and estate clients + Review and ... **Business Title:** Manager , Business Tax Services - Private Enterprise **Requisition...Family Offices + Serve as the trusted advisor to ultra- high net worth families on… more
- Bank of America (Seattle, WA)
- …the power to make a difference. Join us! **Job Summary:** Works with complex High Net Worth Investors to create customized investment strategies. Responsible ... Portfolio Manager III Seattle, Washington **Job Description:** **Job Description:**...investment decision making and financial consulting experience working with high net worth clients and… more
